EFI

EHP Funds Inc Portfolio holdings

AUM $43.6M
1-Year Est. Return 69.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+69.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
-$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$77.5M
2
+$5.98M
3
+$2.41M
4
ELV icon
Elevance Health
ELV
+$1.34M
5
LLY icon
Eli Lilly
LLY
+$1.26M

Top Sells

1
+$44.2M
2
+$41.1M
3
+$16.6M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$15.5M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$4.05M

Sector Composition

1 Healthcare 4.92%
2 Technology 3.63%
3 Industrials 2.71%
4 Utilities 1.1%
5 Consumer Staples 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
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